Union Mutual Fund

28,692 Crs

30

Funds Managed By sanjay bembalkar

Below is the list of funds managed by sanjay bembalkar. Investor can choose from these based on our ratings given to these funds and as per their investment need and risk appetite.

  • Union Flexi Cap Fund

    Union Flexi Cap Fund is an Equity oriented mutual fund in the Flexi Cap Funds category.

    The Flexi-cap funds are one the most versatile funds suitable for investors as the fund manager builds the portfolio and invests in companies of different market capitalizations based on where they expect maximum returns.

    • As of 31 Jul 2025, fund size of Union Flexi Cap Fund is 2,452.32 Cr.

    • The average category Returns for Flexi Cap funds under Equity class are 16.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

    • Union Flexi Cap Fund has given 14.51% annualized return for the last 3 years.

    • Union Flexi Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Union Flexi Cap Fund
  • Union ELSS Tax Saver Fund

    Union ELSS Tax Saver Fund is an Equity oriented mutual fund in the ELSS Funds category.

    • As of 31 Jul 2025, fund size of Union ELSS Tax Saver Fund is 871.91 Cr.

    • The average category Returns for ELSS funds under Equity class are 16.11% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

    • Union ELSS Tax Saver Fund has given 14.72% annualized return for the last 3 years. The funds SIP returns during the same period is 13.59%

    • Union ELSS Tax Saver Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Union ELSS Tax Saver Fund
  • Union Balanced Advantage Fund

    Union Balanced Advantage Fund is an Hybrid oriented mutual fund in the Dynamic Asset Allocation Funds category.

    • As of 31 Jul 2025, fund size of Union Balanced Advantage Fund is 1,240.12 Cr.

    • The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.71% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

    • Union Balanced Advantage Fund has given 10.22% annualized return for the last 3 years.

    • Union Balanced Advantage Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Union Balanced Advantage Fund
  • Union Large Cap Fund

    Union Large Cap Fund is an Equity oriented mutual fund in the Large Cap Funds category.

    • As of 31 Jul 2025, fund size of Union Large Cap Fund is 437.27 Cr.

    • The average category Returns for Large Cap funds under Equity class are 14.32% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

    • Union Large Cap Fund has given 12.24% annualized return for the last 3 years. The funds SIP returns during the same period is 10.90%

    • Union Large Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Union Large Cap Fund
  • Union Hybrid Equity Fund

    Union Hybrid Equity Fund is an Hybrid oriented mutual fund in the Aggressive Funds category.

    • As of 31 Jul 2025, fund size of Union Hybrid Equity Fund is 776.78 Cr.

    • The average category Returns for Aggressive funds under Hybrid class are 13.67% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

    • Union Hybrid Equity Fund has given 12.45% annualized return for the last 3 years.

    • At present Union Hybrid Equity Fund has not been rated by us.

      Not Rated

    • Know more about Union Hybrid Equity Fund
  • Union Equity Savings Fund

    Union Equity Savings Fund is an Hybrid oriented mutual fund in the Equity Savings Funds category.

    • As of 31 Jul 2025, fund size of Union Equity Savings Fund is 115.17 Cr.

    • The average category Returns for Equity Savings funds under Hybrid class are 9.61% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

    • Union Equity Savings Fund has given 8.10% annualized return for the last 3 years.

    • At present Union Equity Savings Fund has not been rated by us.

      Not Rated

    • Know more about Union Equity Savings Fund
  • Union Multi Cap Fund

    Union Multi Cap Fund is an Equity oriented mutual fund in the Multi Cap Funds category.

    • As of 31 Jul 2025, fund size of Union Multi Cap Fund is 1,561.67 Cr.

    • -

    • -

    • At present Union Multi Cap Fund has not been rated by us.

      Not Rated

    • Know more about Union Multi Cap Fund
  • Union Active Momentum Fund

    Union Active Momentum Fund is an Equity oriented mutual fund in the Sectoral Funds category.

    • 535.78 Cr.

    • The average category Returns for Sectoral funds under Equity class are 15.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

    • -

    • At present Union Active Momentum Fund has not been rated by us.

      Not Rated

    • Know more about Union Active Momentum Fund
  • Union Multi Asset Allocation Fund

    Union Multi Asset Allocation Fund is an Hybrid oriented mutual fund in the Multi Asset Allocation Funds category.

    • 1,020.13 Cr.

    • The average category Returns for Multi Asset Allocation funds under Hybrid class are 15.29% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

    • -

    • At present Union Multi Asset Allocation Fund has not been rated by us.

      Not Rated

    • Know more about Union Multi Asset Allocation Fund
  • Union Innovation & Opportunities Fund

    Union Innovation & Opportunities Fund is an Equity oriented mutual fund in the Sectoral Funds category.

    • 1,344.41 Cr.

    • The average category Returns for Sectoral funds under Equity class are 15.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

    • -

    • At present Union Innovation & Opportunities Fund has not been rated by us.

      Not Rated

    • Know more about Union Innovation & Opportunities Fund

Funds of Union Mutual Fund

Union Mutual Fund presents a range of 30 funds for investors to choose from.

  • Union Flexi Cap Fund

    Union Flexi Cap Fund is an Equity oriented mutual fund in the Flexi Cap Funds category.

    The Flexi-cap funds are one the most versatile funds suitable for investors as the fund manager builds the portfolio and invests in companies of different market capitalizations based on where they expect maximum returns.

    • As of 31 Jul 2025, fund size of Union Flexi Cap Fund is 2,452.32 Cr.

    • The average category Returns for Flexi Cap funds under Equity class are 16.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

    • Union Flexi Cap Fund has given 14.51% annualized return for the last 3 years.

    • Union Flexi Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Union Flexi Cap Fund
  • Union ELSS Tax Saver Fund

    Union ELSS Tax Saver Fund is an Equity oriented mutual fund in the ELSS Funds category.

    • As of 31 Jul 2025, fund size of Union ELSS Tax Saver Fund is 871.91 Cr.

    • The average category Returns for ELSS funds under Equity class are 16.11% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

    • Union ELSS Tax Saver Fund has given 14.72% annualized return for the last 3 years. The funds SIP returns during the same period is 13.59%

    • Union ELSS Tax Saver Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Union ELSS Tax Saver Fund
  • Union Balanced Advantage Fund

    Union Balanced Advantage Fund is an Hybrid oriented mutual fund in the Dynamic Asset Allocation Funds category.

    • As of 31 Jul 2025, fund size of Union Balanced Advantage Fund is 1,240.12 Cr.

    • The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.71% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

    • Union Balanced Advantage Fund has given 10.22% annualized return for the last 3 years.

    • Union Balanced Advantage Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Union Balanced Advantage Fund
  • Union Large Cap Fund

    Union Large Cap Fund is an Equity oriented mutual fund in the Large Cap Funds category.

    • As of 31 Jul 2025, fund size of Union Large Cap Fund is 437.27 Cr.

    • The average category Returns for Large Cap funds under Equity class are 14.32% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

    • Union Large Cap Fund has given 12.24% annualized return for the last 3 years. The funds SIP returns during the same period is 10.90%

    • Union Large Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Union Large Cap Fund
  • Union Hybrid Equity Fund

    Union Hybrid Equity Fund is an Hybrid oriented mutual fund in the Aggressive Funds category.

    • As of 31 Jul 2025, fund size of Union Hybrid Equity Fund is 776.78 Cr.

    • The average category Returns for Aggressive funds under Hybrid class are 13.67% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

    • Union Hybrid Equity Fund has given 12.45% annualized return for the last 3 years.

    • At present Union Hybrid Equity Fund has not been rated by us.

      Not Rated

    • Know more about Union Hybrid Equity Fund
  • Union Equity Savings Fund

    Union Equity Savings Fund is an Hybrid oriented mutual fund in the Equity Savings Funds category.

    • As of 31 Jul 2025, fund size of Union Equity Savings Fund is 115.17 Cr.

    • The average category Returns for Equity Savings funds under Hybrid class are 9.61% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

    • Union Equity Savings Fund has given 8.10% annualized return for the last 3 years.

    • At present Union Equity Savings Fund has not been rated by us.

      Not Rated

    • Know more about Union Equity Savings Fund
  • Union Multi Cap Fund

    Union Multi Cap Fund is an Equity oriented mutual fund in the Multi Cap Funds category.

    • As of 31 Jul 2025, fund size of Union Multi Cap Fund is 1,561.67 Cr.

    • -

    • -

    • At present Union Multi Cap Fund has not been rated by us.

      Not Rated

    • Know more about Union Multi Cap Fund
  • Union Active Momentum Fund

    Union Active Momentum Fund is an Equity oriented mutual fund in the Sectoral Funds category.

    • 535.78 Cr.

    • The average category Returns for Sectoral funds under Equity class are 15.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

    • -

    • At present Union Active Momentum Fund has not been rated by us.

      Not Rated

    • Know more about Union Active Momentum Fund
  • Union Multi Asset Allocation Fund

    Union Multi Asset Allocation Fund is an Hybrid oriented mutual fund in the Multi Asset Allocation Funds category.

    • 1,020.13 Cr.

    • The average category Returns for Multi Asset Allocation funds under Hybrid class are 15.29% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

    • -

    • At present Union Multi Asset Allocation Fund has not been rated by us.

      Not Rated

    • Know more about Union Multi Asset Allocation Fund
  • Union Innovation & Opportunities Fund

    Union Innovation & Opportunities Fund is an Equity oriented mutual fund in the Sectoral Funds category.

    • 1,344.41 Cr.

    • The average category Returns for Sectoral funds under Equity class are 15.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

    • -

    • At present Union Innovation & Opportunities Fund has not been rated by us.

      Not Rated

    • Know more about Union Innovation & Opportunities Fund